Financial Sales Professional

hace 4 días


Saltillo, Coahuila de Zaragoza, México Citi A tiempo completo
Job Overview

Citi is seeking a highly skilled Financial Sales Professional to join our team. As an intermediate-level position, this role requires excellent customer service skills and the ability to meet sales targets for financial products and services.

Estimated Salary

The estimated salary range for this position is $80,000-$110,000 per year, based on industry standards and location.

Key Responsibilities
  • Develop and implement sales plans to achieve monthly and annual new asset referral targets;
  • Interact with managers and directors to ensure ongoing communication regarding existing and future client needs;
  • Develop and execute integrated sales and marketing strategies aligned to sales goals and support sales service activities;
  • E nsure adherence to operational controls, including legal, corporate, and regulatory procedures, to ensure safety and security of client and bank assets;
  • Monitor improvement of quality of investment consultant activities, including sales targets, referral targets, strict adherence towards compliance, branch huddles;
  • Resolve client complaints and issues promptly and efficiently;
Qualifications and Skills
  • 2-5 years of relevant experience in the financial industry;
  • Required licenses: Series 7, Series 63, Series 66, and Series 24 or 9/10;
  • Previous sales experience preferred;
  • Ability to communicate with all levels of management;
  • Extensive knowledge of financial and securities industry regulations;
  • Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements;
  • Effective problem-solving and decision-making skills;
  • Consistently demonstrates clear and concise written and verbal communication;
About Citi

Citi is an equal opportunity and affirmative action employer. We are committed to diversity and inclusion in the workplace. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.



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